Retirement Trends

The firm is an HSA custodian and also administers TPAs, HRAs and other individual account plans.

Workers are feeling more optimistic about their retirement prospects and more confident they can achieve their retirement goals, according to a new Charles Schwab study.

The extent to which an employer's current plan meets these objectives dictates whether it might be time to consider a new more modern plan design.

More than half of employees say the benefits information they receive from employers isn't good enough.

Many employees (67%) believe their employer has a responsibility to help with financial planning because "if that's where my nest egg is, that's where my financial planning should come from," according to a recent EBRI webinar.

One in three attribute a portion of their debt to emergency care, and 1 in 4 to prescription drugs.